-63.0%
PINS vs PTEN
+88.2%
-151.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.9% | -3.2% | -1.6% |
| 7D | -5.2% | -1.0% | -4.2% | -5.1% |
| 30D | -14.9% | +29.3% | -44.2% | -19.3% |
| 3M | -8.4% | +7.2% | -15.6% | -10.5% |
| 6M | +0.6% | +43.5% | -42.9% | -8.3% |
| YTD | -22.2% | +113.2% | -135.4% | -35.3% |
| 1Y | -46.9% | +135.1% | -182.0% | -57.0% |
| 3Y | -26.9% | -4.8% | -22.1% | -32.1% |
| 5Y | -63.0% | +94.6% | -157.6% | -69.5% |
| All | -63.0% | +88.2% | -151.1% | -69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling